Titelia

Fund shareholders of Merchants Bancorp/IN

ISIN US58844R1086 · United States · LEI 54930008Y0GPVLF81889

Fund shareholders
219
Of which ETFs
62 157 other funds
Value held
≈ 562.2M $ 562M $ · 192.8K €
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 1,771,55688.6M $0.08 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 674,09531.8M $0.12 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 673,36333.7M $0.04 %as of Jun 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 672,73331.7M $0.91 %as of May 29, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 657,69032.9M $0.00 %as of Jun 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 356,95017.8M $0.95 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 337,42216.9M $0.02 %as of Jun 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 301,61715.1M $1.59 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 276,63415.3M $0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 270,06913.5M $0.08 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 253,12912.7M $0.16 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 218,54312.1M $0.08 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 214,54411.8M $0.07 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 195,59810.8M $0.05 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 190,48010.5M $0.13 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,0839.9M $0.05 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 162,4868.1M $0.06 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 152,5417.2M $0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 150,8947.5M $0.16 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 148,3558.2M $0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 140,6576.6M $0.03 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 140,2247.7M $0.10 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 133,1766.3M $0.04 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 117,4595.9M $0.05 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 101,6854.8M $0.08 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 95,3105.3M $0.01 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 92,9995.1M $0.76 %as of Jul 31, 2026 ↗
BALLAST SMALL/MID CAP ETF Unified Series Trust 92,8174.6M $2.59 %as of Jun 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 88,7684.4M $0.21 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 82,9824.1M $0.03 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 75,9003.8M $0.41 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 64,4683M $0.16 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 61,3823.4M $0.04 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 56,2372.7M $0.00 %as of May 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 52,3402.9M $0.21 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 48,8762.3M $0.08 %as of May 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 48,4652.7M $0.13 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,4012.7M $0.01 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 47,8272.6M $0.21 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 47,3282.4M $0.04 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 45,5682.3M $0.08 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 44,6472.1M $0.00 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 44,2292.4M $0.07 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 43,8452.1M $0.08 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 37,8251.9M $0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 37,5061.9M $0.09 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 36,2931.7M $0.09 %as of May 31, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 35,9832M $0.99 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 35,0751.8M $0.24 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 34,7091.7M $0.08 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 34,5391.7M $0.25 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 34,3071.9M $0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 33,9281.6M $0.09 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 33,4441.8M $0.05 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 33,3441.6M $0.01 %as of May 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 32,2321.5M $0.36 %as of May 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 29,7141.6M $0.55 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 29,2851.4M $0.00 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 28,0361.4M $0.04 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 26,2001.2M $0.10 %as of May 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 25,0501.3M $0.08 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 24,0151.3M $0.05 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,5121.3M $0.00 %as of Jul 31, 2026 ↗
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 23,1961.2M $3.53 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 23,1351.2M $0.05 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 21,6591.2M $0.09 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 20,6761M $0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,357959.6K $0.08 %as of May 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 19,305965.3K $0.08 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 18,200857.9K $0.01 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 18,185909.3K $0.23 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 17,927845.1K $0.09 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 17,882843K $0.00 %as of May 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 17,800890K $0.14 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 17,502965.8K $0.00 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,014850.7K $0.04 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 16,192809.6K $0.93 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,633862.6K $0.00 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,041830K $0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 14,878701.3K $0.01 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,510725.5K $0.04 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 14,153781K $0.00 %as of Jul 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,070776.4K $0.40 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,888766.3K $0.09 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,848764.1K $0.09 %as of Jul 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 13,784689.2K $0.85 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 12,801640.1K $0.04 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 12,490588.8K $0.19 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 12,081666.6K $0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 11,907595.4K $0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,622641.3K $0.10 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,476633.2K $0.01 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,203560.2K $0.00 %as of Jun 30, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 10,960548K $1.67 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,846598.5K $0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,662588.3K $0.01 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 10,590499.2K $0.04 %as of May 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,943497.2K $0.08 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,742487.1K $0.08 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,600480K $0.00 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 3.53 %as of Jun 30, 2026 ↗
BALLAST SMALL/MID CAP ETF Unified Series Trust 2.59 %as of Jun 30, 2026 ↗
SMART Small Cap ETF Tidal Trust I 1.94 %as of Jun 30, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1.67 %as of Jun 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.59 %as of Jun 30, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 1.47 %as of Dec 31, 2025 ↗
Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST 1.29 %as of Jun 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 0.99 %as of Jul 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 0.95 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.93 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3218+911,123,032+1.8 %
2026Q2209+3310,928,984+39.1 %
2026Q1176-137,858,414-1.2 %
2025Q4189-77,953,271-2.5 %
2025Q3196-138,159,538+6.6 %
2025Q2209+17,655,804+15.2 %
2025Q1208-166,647,735-3.7 %
2024Q4224+66,902,543+8.7 %
2024Q3218+206,352,380+13.4 %
2024Q2198+135,602,586+3.8 %
2024Q1185-15,397,995+11.9 %
2023Q41864,824,566

Institutional managers

169 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Elser Financial Planning, Inc26,983,1011.2B $as of Mar 31, 2026
BlackRock, Inc.4,050,918173.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,758,98575.5M $as of Mar 31, 2026
Doma Perpetual Capital Management LLC1,115,59447.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,093,00446.9M $as of Mar 31, 2026
STATE STREET CORP1,034,63244.5M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC742,63531.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC725,43531.1M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP567,26724.3M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC302,40813M $as of Mar 31, 2026
MORGAN STANLEY298,06012.8M $as of Mar 31, 2026
NORTHERN TRUST CORP287,09312.3M $as of Mar 31, 2026
BANC FUNDS CO LLC281,06212.1M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.273,74711.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC248,08210.6M $as of Mar 31, 2026
Bank of New York Mellon Corp236,14610.1M $as of Mar 31, 2026
Valeo Financial Advisors, LLC235,10010.1M $as of Mar 31, 2026
ROYAL BANK OF CANADA212,8529.1M $as of Mar 31, 2026
DENALI ADVISORS LLC194,7108.4M $as of Mar 31, 2026
Invesco Ltd.155,0676.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC142,6166.1M $as of Mar 31, 2026
Ballast Asset Management, LP136,5865.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC126,5615.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP116,3555M $as of Mar 31, 2026
SEI INVESTMENTS CO108,9754.7M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Merchants Bancorp/IN". https://titelia.com/en/stocks/merchants-bancorp-in-US58844R1086